Compaq Message Board - Msg: 12198030

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Technology Stocks : Compaq

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To: PCSS who wrote (73312)	12/6/1999 10:22:00 AM
From: rupert1	Read Replies (1) of 97611

Michael: The fact that I bought CPQ at $19 7/8ths $20 1/4 a few weeks ago and even a few last Friday at $25 7/8ths shows that I believe that CPQ is in a long-term uptrend. I intend to trade in and out as I always have. I do not agree with some of your historical judgements especially about the efficacy of Rosen interventions. But I do agree that the economies forced on COMPAQ by the market, which slashed its share price by nearly 65%, will bring direct benefits to the bottom line. I would feel better if I knew that the lay-offs and other economies were being executed promptly and wonder why we have had no recent news about that. But when the economies do start happening - and my guess is that the big impact will come in 2Q - then I can see the earnings growing exponentially to double the current $1 which is the average of current expectations. Assuming continued efficiencies I can see 2001 also being a good year so that the share price at the end of 2000 should be in excess of $60. If it is not and COMPAQ Board and management flounder, again, then the CMGI holdings, the 20% Alta Vista holdings and the cash hoard might attract a takeover from a company which can make better use of the assets.

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